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Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Pinnacle Financial Group, LLC / IL 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Pinnacle Financial Group, LLC / IL (CIK 1905962) reported $409.7M across 117 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PRF ($35.9M, 8.77%), DFIC ($34.6M, 8.46%), DFAC ($25.5M, 6.23%), DFEM ($24.0M, 5.87%), DTD ($22.4M, 5.48%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PRFINVESCO EXCHANGE TRADED FD T$35.9M8.77%665,074Trimmed
2DFICDIMENSIONAL ETF TRUST$34.6M8.46%929,846Added
3DFACDIMENSIONAL ETF TRUST$25.5M6.23%575,309Added
4DFEMDIMENSIONAL ETF TRUST$24.0M5.87%591,602Added
5DTDWISDOMTREE TR$22.4M5.48%240,721Trimmed
6VYMIVANGUARD WHITEHALL FDS$16.2M3.96%165,256Added
7VYMVANGUARD WHITEHALL FDS$15.7M3.84%99,482Added
8VEUVANGUARD INTL EQUITY INDEX F$15.0M3.67%179,439Added
9EEMISHARES TR$11.9M2.90%173,422Added
10SPYSTATE STR SPDR S&P 500 ETF T$10.9M2.67%14,648Added
11MINTPIMCO ETF TR$10.0M2.45%99,376Added
12DFASDIMENSIONAL ETF TRUST$9.4M2.30%114,469Added
13AGGISHARES TR$8.9M2.17%89,833Added
14VBRVANGUARD INDEX FDS$8.3M2.03%34,212Added
15VBVANGUARD INDEX FDS$7.4M1.82%24,578Added
16DVYISHARES TR$7.3M1.77%46,503Trimmed
17DFARDIMENSIONAL ETF TRUST$6.7M1.64%257,634Trimmed
18VIGVANGUARD SPECIALIZED FUNDS$6.6M1.62%28,020Added
19VOVANGUARD INDEX FDS$6.4M1.57%79,792Added
20PTRBPGIM ETF TR$5.8M1.41%138,859Added
21PYLDPIMCO ETF TR$5.3M1.29%199,833Added
22GLDSPDR GOLD TR$4.8M1.18%13,150Added
23VOEVANGUARD INDEX FDS$4.7M1.16%23,963Added
24VTIVANGUARD INDEX FDS$4.8M1.16%12,870Added
25DFAIDIMENSIONAL ETF TRUST$4.6M1.13%112,439Added

Source: SEC Form 13F filings · as of 2026-06-30